The campaigns dashboard
Your marketing email campaigns live under Email campaigns → Marketing in your dashboard. The list shows every campaign you have created, along with its current status, subject line, and (once sent) headline performance figures. Use the search bar to find a campaign by name. The status tabs — All, Draft, Scheduled, Sent, and Error — let you filter to what you need. Each campaign card has a menu (the three-dot icon) where you can edit, duplicate, or archive the campaign.Creating a campaign
Marketing campaigns follow a five-step wizard. You can save a draft at any step and return later.1
Set up the campaign details
Click Create on the marketing campaigns list to open the campaign wizard.On the Overview step, fill in:
- Campaign name — internal label only; participants never see this.
- Subject — the subject line participants see in their inbox.
- Preheader — the short preview text shown after the subject in most email clients. A good preheader adds context and improves open rates.
- From name — how your name appears in the sender field. Defaults to your organizer name.
- From email — if your account has a custom sending domain set up, enable Use a custom from email and enter the address. Otherwise emails send from Let’s Do This by default. Contact your account manager to configure a custom sending domain.
- Reply-to name and Reply-to email — where replies from participants are directed. Set these to your own contact details.
- Brand theme — pick a theme to apply your visual branding to the email. See Branding.
2
Build the email content
On the Builder step, compose your email body. When you first open it, choose your editing experience:Basic Builder — add content blocks in sequence:
Drag blocks to reorder them.Advanced Builder — a full drag-and-drop visual editor. Build multi-column layouts, customize spacing, and create more complex email designs with greater visual control.Both builders support personalization variables so each recipient sees their own data — for example, addressing each recipient by first name. See Email personalization for full detail.Click Preview to see how the finished email will look before you continue. Click Save Draft to save without advancing.
3
Choose your audience
On the Audience step, decide who receives this campaign.Your total opted-in subscriber count is shown at the top of the step — this is the maximum reach for any marketing campaign you send.You can narrow the audience further using an imported segment or a filter. Leave the audience empty to send to all your marketing subscribers. See Audiences for all options.
4
Set the schedule or trigger
Choose how the campaign is sent:
- Send now — delivers immediately after you confirm on the final step.
- Schedule — pick a specific date and time for delivery.
- Triggered — the email sends automatically when a participant action occurs. See Triggered sends below.
5
Review and send
The Launch step shows a read-only summary of your campaign settings alongside the expected recipient count for your chosen audience.You can still update the campaign name, subject, preheader, from address, reply-to, and brand theme from this step before sending.
- Send Test — sends the email to yourself so you can check formatting and content in a real inbox.
- Save Draft — saves your changes without sending.
- Send (or Schedule) — confirms and delivers or queues the campaign.
Triggered sends
A triggered campaign sends automatically when a participant action occurs — without you needing to schedule or manually press send each time. Use triggered sends for welcome emails, follow-ups, or time-sensitive messages that should go out relative to a specific moment for each individual participant. When creating a campaign, select Triggered as the send type. On the Triggers step, configure: Trigger type — the participant action that starts the send:
Timing — send immediately when the trigger fires, or after a delay you specify in hours, days, weeks, or months.
Only participants who have opted in to marketing emails from you will receive
a triggered marketing campaign, even if they meet the trigger condition. To
send to all participants of an event regardless of marketing preferences, use
a transactional campaign instead.
Duplicating a campaign
To reuse a campaign — for example, a seasonal announcement you send every year — open its card menu and select Duplicate. The copy starts as a draft with all settings and content copied. Update what you need, then send as normal.Archiving a campaign
To keep your list tidy, archive campaigns you no longer need. Archived campaigns do not appear in the default list view. Open the card menu and select Archive to archive, or filter by status to find and restore archived campaigns.Marketing email unsubscribes
Every marketing email includes an unsubscribe link. When a participant clicks it, they opt out of future marketing emails from you. Their preference is stored and respected on all subsequent campaigns — they will not receive marketing emails until they opt back in. You can see a participant’s marketing email preference on their profile in the Customers section of your dashboard.Campaign errors
If a send fails, the campaign card shows an error status. Open the card to see details. Common causes:- Missing required fields — the subject line or email body is blank.
- Custom from email not authorised — the from address is not on an approved sending domain. Contact your account manager.
- Audience issue — the selected segment returned no valid recipients.